Video: Handing over presos to colleagues

Last updated 6 December, 2023

Transcript

If your process is for a paraplanner to create a client review on behalf of an adviser, or if you just want to collaborate with a colleague, you can hand over a preso to another LivePreso user in your practice quickly and easily.

From the appointment screen, click the Hand Over button and start typing the name of your colleague.

Select them from the list, optionally enter a message and click Hand Over.

Your colleague will receive a notification by email and the preso will instantly appear in their app.

The preso becomes theirs, so they can review and edit and hand it over again, or they can present and share it themselves.